As fiduciaries, we always have a clients’ best interests in mind. We have no corporate sales agenda, no quotas, and no products to sell. New clients are encouraged to spend a day with us to learn about how we use technology, understand our investment process, and hear about our due diligence. Our goal is full disclosure along with a behind the curtain look at how money is really managed.
We believe that growing assets slowly over time yields a better outcome than chasing returns or asset classes that do not correlate with our clients risk tolerances. We like to own companies that have better risk characteristics than the market, pay larger than average dividends, and are cheap relative to their peers.
We are in the enviable position of being a client of Wall Street. We have no quotas to fill and no research to sell. This allows us a clear mind to focus on growing assets.
When you call our trading desk, we are here. We do not spend any time in unproductive business meetings. We love what we do and spend long hours studying investment opportunities for our clients. This seems a simple offering though in speaking with the families that work with us, accessibility is one of their descriptions of who we are!